Education for Your Business & Financial Success™
The Wealth Management Institute provides a series of live and online programs designed to provide Consumers and Business Professionals - Real Estate Agents, Financial Planners, and CPAs - with convenient and affordable educational opportunities.
WMI courses are comprehensive offerings emphasizing practical knowledge and real-world examples to create the optimal learning environment. All courses are continually improved, refined and updated to ensure that students learn the latest tools and concepts. 
Our Consumer Workshops provide current and relevent topics in real estate, finance and accounting, to help you create, expand and maintain your wealth.
We provide Continuing Education Curriculum for Real Estate Agents, Financial Planners, CPAs and soon Insurance Agents. Class locations vary based on your needs and we can accommodate up to 150 students at our facilities in Jamison, PA (Bucks County).
In addition to CE Credits, we can provide less formal educational workshops at your office to help keep your professional staff up to date with current trends and developments in the market. These workshops have been very successful when combined with recruiting and client appreciation events that provide you and your clients with an opportunity to learn with you.
Whether it's a lunchtime workshop, an evening client appreciation dinner or a formal classroom setting, the Wealth Management Institute can accommodate your specific needs.
We look forward to helping you build your future through knowledge.